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PJARX vs VSIAX
PJARX vs VSIAX Comparison
Open Charts PJARX vs VSIAX
Principal SmallCap Value II R3
Price$10.56
Change-$0.07 (-0.66%)
VolumeN/A
Net Assets1.12B
Vanguard Small Cap Value Index Admiral
Price$86.12
Change-$0.09 (-0.10%)
VolumeN/A
Net Assets55.61B
PJARX vs VSIAX Comparison Chart in %
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PJARX vs. VSIAX commentary
Jul 20, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PJARX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. PJARX (1.12B). VSIAX pays higher dividends than PJARX: VSIAX (2.11) vs PJARX (0.94). PJARX was incepted earlier than VSIAX: PJARX (21 years) vs VSIAX (14 years). PJARX (1.46) is less costly to investors than VSIAX (0.07). PJARX is a more actively managed with annual turnover of: 73.90 vs. VSIAX (16.00). PJARX has a lower initial minimum investment than VSIAX: PJARX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 3.49 vs. PJARX (-12.77). VSIAX return over 5 years is better than : 87.67 vs. PJARX (33.53).
| PJARX | VSIAX | PJARX / VSIAX | |
| Total Expense Ratio | 1.44 | 0.07 | 2,057% |
| Annual Report Gross Expense Ratio | 1.46 | 0.07 | 2,086% |
| Fund Existence | 21 years | 14 years | - |
| Gain YTD | -0.281 | 1.515 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 55.6B | 2% |
| Annual Yield % from dividends | 0.94 | 2.11 | 45% |
| Returns for 1 year | -12.77 | 3.49 | -366% |
| Returns for 3 years | 2.73 | 34.57 | 8% |
| Returns for 5 years | 33.53 | 87.67 | 38% |
| Returns for 10 years | -16.09 | 95.17 | -17% |
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